Nonprofit · EIN 61-6033693
UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
Tax-exempt · LEXINGTON, KY 40506
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $496,128,536 | $482,869,232 | $13,259,304 | $277,068,976 | $62,168,585 | $214,900,391 |
| June 30, 2024 | 990 | $486,683,815 | $460,782,302 | $25,901,513 | $265,549,669 | $64,917,692 | $200,631,977 |
| June 30, 2023 | 990 | $462,956,333 | $447,136,661 | $15,819,672 | $234,312,146 | $60,504,446 | $173,807,700 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,242,330
- Program service revenue
- $476,751,124
- Investment income
- $9,912,095
- Net gain from sales of assets
- $1,014,845
- Other revenue
- $2,222,987
Expenses
- Grants and similar amounts paid
- $52,044,209
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $1,200,901
- Accounting fees
- $135,000
- Occupancy
- $2,326,080
- Travel
- $8,177,402
- Depreciation
- $241,988
- Program services (functional)
- $477,304,005
- Management and general (functional)
- $5,565,227
Balance sheet and other
- Total assets, start of year
- $265,549,669
- Total assets, end of year
- $277,068,976
- Total liabilities, end of year
- $62,168,585
- Net assets, end of year
- $214,900,391
- Land, buildings and equipment
- $2,468,788
- Publicly traded securities
- $22,053,564
- Gross receipts
- $503,468,488
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1945
- State of legal domicile
- KY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELI CAPILOUTO | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,813,011 | $407,077 |
| ERIC N MONDAY | DIRECTOR Trustee or director | 1 | $0 | $1,593,939 | $395,687 |
| ROBERT DIPAOLA | DIRECTOR Trustee or director | 1 | $0 | $1,696,209 | $288,010 |
| LISA CASSIS | FORMER VICE PRESIDENT AND EXECUTIVE DIRECTOR Former | 0 | $0 | $597,237 | $66,547 |
| ILHEM MESSAOUDI | VICE PRESIDENT AND EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $342,886 | $43,918 |
| PENNY COX | TREASURER Officer | 1 | $0 | $329,991 | $41,372 |
| REBECCA MCCULLEY | DIRECTOR Trustee or director | 1 | $0 | $264,293 | $39,947 |
| SIDNEY WHITEHEART | DIRECTOR Trustee or director | 1 | $0 | $211,167 | $39,884 |
| TONI SMITH | SECRETARY Officer | 1 | $0 | $96,689 | $34,762 |
| EUGENE KRENTSEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JACK SUPPLEE | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JANIE GREER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RON GEOGHEGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELI CAPILOUTO | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,582,440 | $401,789 |
| ERIC N MONDAY | DIRECTOR Trustee or director | 1 | $0 | $1,095,833 | $355,528 |
| ROBERT DIPAOLA | DIRECTOR Trustee or director | 1 | $0 | $1,150,781 | $229,855 |
| LISA CASSIS | VICE PRESIDENT AND EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $575,879 | $63,757 |
| PENNY COX | TREASURER Officer | 1 | $0 | $316,556 | $39,086 |
| GUIGEN ZHANG | DIRECTOR Trustee or director | 1 | $0 | $226,089 | $39,587 |
| SIDNEY WHITEHEART | DIRECTOR Trustee or director | 1 | $0 | $196,898 | $36,274 |
| TONI SMITH | SECRETARY Officer | 1 | $0 | $90,424 | $30,543 |
| EUGENE KRENTSEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LANCE LUCAS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY VORE IWAMOTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| RON GEOGHEGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ELI CAPILOUTO | PRESIDENT Trustee or director, Officer | 1 | $0 | $1,362,033 | $398,944 |
| ROBERT DIPAOLA | DIRECTOR Trustee or director | 1 | $0 | $880,572 | $208,257 |
| ERIC N MONDAY | DIRECTOR Trustee or director | 1 | $0 | $671,453 | $326,772 |
| LISA CASSIS | VP AND EXECUTIVE DIRECTOR Trustee or director, Officer | 1 | $0 | $545,200 | $60,974 |
| PENNY COX | TREASURER Officer | 1 | $0 | $298,304 | $37,305 |
| GUIGEN ZHANG | DIRECTOR Trustee or director | 1 | $0 | $230,552 | $39,577 |
| SIDNEY WHITEHEART | DIRECTOR Trustee or director | 1 | $0 | $151,225 | $32,398 |
| TONI SMITH | SECRETARY Officer | 1 | $0 | $74,211 | $28,554 |
| RON GEOGHEGAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARY VORE IWAMOTO | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| EUGENE KRENTSEL | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SANDRA SHUFFETT | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 PETERSON SERVICE BUILDING, LEXINGTON, KY 40506-0001
- In care of
- % PENNY COX
- Principal officer (990 for 2024)
- PENNY COX, 301 Peterson Service Building, Lexington, KY 40506
- Signed the 990
- PENNY COX, TREASURER
- Phone
- (859) 257-4758
- Website
- WWW.RESEARCH.UKY.EDU
- Return prepared by
- Forvis Mazars LLP
Mission
See Schedule O.
Program accomplishments
- TO PROMOTE SCIENTIFIC, EDUCATIONAL, AND DEVELOPMENT ACTIVITIES AT THE UNIVERSITY OF KENTUCKY.Expenses $477,484,005 · grants $52,044,209 · revenue $478,974,111
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 61-6033693
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1947
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $277,068,976
- Income (IRS master file)
- $503,468,488
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $496,128,536 | $482,869,232 | $277,068,976 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990 | June 2024 | $486,683,815 | $460,782,302 | $265,549,669 | IRS |
| 990 | June 2023 | $462,956,333 | $447,136,661 | $234,312,146 | XML |
| 990 | June 2022 | $445,323,168 | $424,187,317 | $216,100,001 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 61-6033693).
Questions about UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION
- What is the EIN of UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION?
- The employer identification number (EIN) of UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION is 61-6033693.
- Is UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1947.
- Are donations to UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION?
- The 990 for the year ended June 30, 2025 names PENNY COX.
- Who are the officers and directors of UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 13 people; 0 received compensation from the organization.
- How much revenue does UNIVERSITY OF KENTUCKY RESEARCH FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $496,128,536, expenses of $482,869,232 and total assets of $277,068,976 at year end.
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